Stokes Family Office’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Stokes Family Office’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.77M	Sell	67,450 -19,966	-23%	-$1.99M	0.79%	36
2026 Q1	$8.8M	Sell	87,416 -11,985	-12%	-$1.22M	0.91%	34
2025 Q4	$10.1M	Sell	99,401 -13,430	-12%	-$1.39M	0.92%	33
2025 Q3	$11.6M	Buy	112,831 +2,778	+3%	+$281K	1.1%	23
2025 Q2	$11.2M	Buy	110,053 +35,090	+47%	+$3.52M	1.17%	22
2025 Q1	$7.78M	Buy	+74,963	New	+$7.6M	0.87%	28
2023 Q4	–	Sell	-11,030	Closed	-$1.09M	–	331
2023 Q3	$1.09M	Sell	11,030 -1,070	-9%	-$112K	0.13%	126
2023 Q2	$1.34M	Sell	12,100 -847	-7%	-$95K	0.15%	107
2023 Q1	$1.48M	Buy	12,947 +1,582	+14%	+$178K	0.18%	95
2022 Q4	$1.23M	Buy	11,365 +6,470	+132%	+$701K	0.16%	97
2022 Q3	$533K	Sell	4,895 -4,762	-49%	-$563K	0.08%	147
2022 Q2	$1.16M	Sell	9,657 -26,569	-73%	-$3.26M	0.16%	100
2022 Q1	$4.88M	Buy	+36,226	New	+$5.07M	0.65%	37

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stokes Family Office's TLH Position: Q2 2026 in Review

Stokes Family Office reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 23% in Q2 2026, selling an estimated $1.99M and leaving 67,450 shares worth $6.77M. The position accounts for 0.79% of the portfolio, ranked #36.

Stokes Family Office first reported a position in TLH in Q1 2022 and has held it in 13 quarters since. The position peaked at $11.6M in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Stokes Family Office held 67,450 shares of iShares 10-20 Year Treasury Bond ETF worth $6.77M as of Q2 2026.
Stokes Family Office sold 19,966 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.99M.
iShares 10-20 Year Treasury Bond ETF made up 0.79% of Stokes Family Office's portfolio in Q2 2026, its #36 holding.
Stokes Family Office first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 13 quarters since.
Stokes Family Office's iShares 10-20 Year Treasury Bond ETF position peaked at $11.6M in Q3 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.